Juan L. Rosas III, CFP® in

Juan L. Rosas III, CFP®

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Managing Director at Northwestern Mutual
📍 Irving, Texas, United States

Juan is a Managing Director and Financial Advisor at Northwestern Mutual with over 20 years of experience. He specializes in pre and post-retirement planning and legacy creation, leveraging his Business Administration degree from Texas A&M University to guide clients.

Outside of work, Juan is a family man who lives in Dallas with his wife and two children. He is actively involved in his church, Catholic Charities, and enjoys coaching his sons sports teams, playing golf, and exercising.

Unique fact: He is one of only 35% of Managing Directors at his firm who continue to actively advise their own clients.

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Experience
19 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Irving, Texas, United States
Personality Overview

How Juan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Juan cares about

Retirement Planning
He specializes in assisting clients who are within 15 years of retirement or up to 10 years into retirement, ensuring they are financially prepared.
Leadership & Mentorship
His career is driven by a passion for leadership and helping new advisors become the best versions of themselves, which he highlights as a core value.
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Career

Work history

6-2020
Managing Director
Northwestern Mutual
11-2006
Financial Advisor
Northwestern Mutual
11-2006
Texas Financial Group-Las Colinas
Northwestern Mutual
In the press

Media appearances

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Education
1997 - 2001
Education details unavailable
Central Catholic High School
2001 - 2005
Bachelors of Business Administration
Mays Business School - Texas A&M University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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